Client Management Project Template

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Managing client relationships is crucial in consulting. This template helps you keep track of all client interactions, tasks, and deadlines, ensuring nothing falls through the cracks. From meeting preparation and follow-up to project proposals and billing, this template covers all aspects of client management.

Utilize this template to streamline your client management processes, enhance client satisfaction, and ensure timely completion of all tasks and deadlines.

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Client Management Project for Priority Matrix

Client Management Project in Priority Matrix

Maintain a clear overview of client interactions, tasks, and deadlines with this comprehensive client management template.

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Proposed Tasks

High Impact, Immediate Deadline

  • Client Feedback Review due in 2 days
    ☐ Collect client feedback ☐ Analyze feedback ☐ Implement changes based on feedback
  • Client Meeting Preparation due in 2 days
    ☐ Prepare agenda for the client meeting ☐ Review previous meeting minutes ☐ Research client's current business situation
  • Client Meeting Follow-up due in 3 days
    ☐ Document meeting minutes ☐ Assign tasks and deadlines ☐ Send follow-up email to client

High Impact, Future Deadline

  • Client Project Proposal due in 1 week
    ☐ Identify client needs ☐ Develop project plan ☐ Prepare proposal document
  • Client Project Kick-off due in 2 weeks
    ☐ Prepare kick-off presentation ☐ Coordinate with client for a meeting ☐ Assign project team

Low Impact, Immediate Deadline

  • Monthly Client Update due in 3 days
    ☐ Prepare update report ☐ Send report to client ☐ Coordinate for a call if necessary
  • Client Billing due in 1 week
    ☐ Prepare invoice ☐ Send invoice to client ☐ Track payment

Low Impact, Future Deadline

  • Quarterly Client Review due in 1 month
    ☐ Prepare quarterly review report ☐ Schedule review meeting with client
  • Client Satisfaction Survey due in 2 months
    ☐ Prepare survey questions ☐ Send survey to client ☐ Analyze survey responses
  • Client Contract Renewal due in 3 months
    ☐ Review contract terms ☐ Prepare renewal proposal ☐ Negotiate terms with client